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CAIA Switzerland - Democratizing Private Markets: Opportunities and Responsibilities for Wealth Managers
Date(s):
January 29, 2026
Note: All times listed are in local time
Venue:Valeur SA
Via Giuseppe Cattori 12
Lugano, TI 6900
Fee(s):Free Event
Description:CAIA Switzerland
Democratizing Private Markets: Opportunities and Responsibilities for Wealth Managers
CAIA Switzerland, in collaboration with CFA Society Switzerland and 100 Women in Finance, is pleased to bring together the complementary perspectives of traditional and alternative investment education to help wealth professionals navigate the evolving private markets landscape.
As private markets become an increasingly important component of diversified portfolios, wealth managers are facing a fundamental shift in how they advise clients, construct portfolios, and communicate risk. The expanding accessibility of private assets is opening new opportunities for private wealth investors — while also amplifying challenges related to transparency, liquidity, valuation, and suitability. Drawing on recent industry research and thought leadership, the discussion will focus on how wealth managers can close the information gap with clients, responsibly integrate private market exposures, and apply a total portfolio mindset that balances opportunity with fiduciary discipline.
AGENDA
18:00 - Registrations
18:15 - Welcome remarks by CAIA Association and CFA Society Switzerland 18:20 - Panel discussion in collaboration with: - Andrea Mognon, CFA - Head of Asset Management at Banca Zarattini & Co
- Federica Cazzaniga, CAIA, CFA - Senior Portfolio Manager at Partners Group
- Nicola Mauri - Chief Investment Officer at Valeur Group
Moderator:
Giorgia Pozzoli - Senior Institutional Business Development & Investor Relations at DECALIA 19:00 - Q&A and closing remarks 19:15 - Networking reception Important notes before the event: - This event is organized by dedicated CAIA members, who generously volunteer their personal time. Should you decide to register, we greatly appreciate your commitment to attending.
- If you find that you are unable to attend, please inform us at least 48 hours before the event. Your timely cancellations enable us to offer your spot to someone on the waitlist and help minimize food and energy waste
- Kindly note that registrations must be completed in advance, as walk-ins will not be permitted. Given the event's limited capacity, we encourage you to register as early as possible to secure your spot. If the attendance limit is expanded, we will promptly notify you.
- Registering a guest is possible but complete guests details must be filled in.
Thank you for your understanding and cooperation.
If you have questions or concerns regarding registration for this event, please contact CAIA EMEA Chapter Relations. This event is organized in collaboration with: 
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Federica Cazzaniga
Job Title: Senior Portfolio Manager
Organization: Partners Group
Speaker Type: Panelist
Federica Cazzaniga is a Senior Portfolio Manager at Partners Group, where she manages private market portfolios across evergreens and closed-ended funds, as well as bespoke mandates. Prior to joining Partners Group, she was a portfolio manager at J.P. Morgan Asset Management and a portfolio advisor at Aksia, a global alternative investment consultant.
Miss Cazzaniga holds a BSc and a MSc in Finance from Bocconi University and she is a CFA and CAIA Charterholder. She was recognised by Chief Investment Officer amongst the world’s most influential investment consultants and advisers in their 2021 Knowledge Brokers list.
Beyond private markets, her passion for alternative investments extends to wine: she holds the WSET Level 3 Award in Wine and the WSG Champagne Masters and she’s a WSET Diploma Candidate.
Nicola Mauri
Job Title: Chief Investment Officer
Organization: Valeur Group
Speaker Type: Panelist
Nicola Mauri has served as Chief Investment Officer at Valeur Group since 2019. He brings over two decades of experience in equity and multi-asset investment strategies, and holds a Master of Science in Financial Markets from Bocconi University in Milan.
Prior to joining Valeur Group, he was Executive Director at Goldman Sachs, where he acted as a leading Strategist in portfolio optimization and in the development of portfolio protection solutions for European institutional clients. In this capacity, he contributed to the creation of several successful investment funds and products for major European financial institutions, leveraging quantitative and derivatives-based strategies.
Earlier in his career, Nicola held similar positions at J.P. Morgan and UBS.
Andrea Mognon
Job Title: Head Asset Management
Organization: Banca Zarattini & Co. SA
Speaker Type: Panelist
Andrea Mognon, CFA, is Director at Zarattini & Co Bank, where he is responsible for Asset Management functions. He has over twenty years of experience in the investment industry, with a focus on macro strategies, asset allocation, risk management, and sustainability, including through UCITS funds.
He has built a diverse professional background across advisory and portfolio management roles, taking on increasing responsibilities and contributing to the development of investment strategies, products, and services aimed at delivering stable value over time while addressing evolving market and regulatory expectations.
Andrea is a CFA Charterholder and a certified Financial Risk Manager (FRM). He holds a degree in Mathematics and has pursued advanced training in finance and leadership.
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